If you answered yes to any of the questions above, see below for "Why ATX Portfolio Advisors®?"

ACCOUNTABLE WEALTH MANAGEMENT

Fee-Only (WHEN YOU'RE UP)

When my son or daughter fell off their bikes as children, I would comfort them and wipe off the blood, dirt, and tears. Then I encouraged them to get back on the seat and keep pedaling. Why should investing be any different? We can't predict when the next fall is going to happen in the markets any more so than when the next wipe-out in the driveway may occur, but we can be there for you with salve and encouragement when the next tumble occurs.

The support and confidence we provide comes from over two decades of financial planning and wealth management experience, an evidence based investing approach based on research from leading academics, and putting your success ahead of our profits. When downturns occur, we want you to know that we're all in this together. That is why we waive our advisory fee anytime your account value falls below (net withdrawals, deposits, and fees) the previous month end amount.

That's Accountable Wealth Management. If you are looking for more accountability from your investment advisor, we should get acquainted.

-Jeff Weeks, CFP®Founder & PrincipalATX Portfolio Advisors ®

Why ATX Portfolio Advisors®?

INDEPENDENCE

As an Austin based independent registered investment advisor, ATX Portfolio Advisors® is beholden only to you, our client. We have no obligation to sell any product or service. We operate under a fiduciary standard of care to our clients. The result is that your interests always come first, even before our own.

FINANCIAL PLANNING

We believe that the first step to successful investing is to have a financial plan. Financial planning is included in our Accountable Wealth Management offering. We use state of the art psychometric tests and planning tools to access your risk tolerance and to help you in any of the following areas:

Financial statement preparation and analysis

Insurance planning and risk management

Employee benefits planning

Investment planning

Income tax planning

Retirement planning

Estate planning

We also offer financial planning as a stand-alone retainer based service for clients that may not have a need or desire for ongoing portfolio management.

TRANSPARENCY

At ATX Portfolio Advisors®, you'll never have to wonder how we get paid or what our motivations may be. We take pride in being fully transparent about our business. You can see how our Accountable Portfolios are constructed, as well as our Pricing here on our website. All of our accounts are held at a third party custodians, in separate accounts that provide reporting and online access.

VALUE

We are committed to your success as an investor by offering the resources and knowledge of a large firm, coupled with the personalized attention of a small company. We get to know you, your purpose, your priorities, and your preferences. We build, test, and manage financial plans to help keep you pointed in the right direction with perspective formed from decades of experience. Finally, we do all of this with low all inclusive Fee-Only (When You're Up) Pricing.

EXPERIENCED WEALTH MANAGEMENT

Evidence-BAsed Investing

Our portfolios are managed to emphasize investment factors that have been shown to lead to higher returns in the long run. We invest in the broad markets but tilt towards companies based on size, relative price, and profitability.

Research by economists such as Eugene Fama, Kenneth French, Robert Novy-Marx, and others has shown that this evidence-based approach led to better performance than traditional capitalization-weighted indices such as the S&P 500®.[i][ii][iii][iv]

REGULAR RE-BALANCING [v]

Regular re-balancing can reduce risk and improve returns.[vi] We monitor portfolios daily and re-balance with cash flows, or if your account drifts too far from target allocations.. At least once per year ,we will reevaluate your purpose, risk tolerance, and preferences and re-balance accordingly.

BOND LADDERS

We offer the management of individual bond ladders of high quality bonds. Ladders can add predictability to your portfolio, which can be appealing when paired to your income needs. Laddering also allows for the purchase of typically higher yielding longer maturity bonds when shorter bond rungs come due.

TAX Sensitivity

We seek to maximize your after-tax returns through a variety of tax sensitive management strategies. We invest in low-turnover mutual funds that tend to limit unexpected capital gains distributions. We opt for tax free investments, such as municipal bonds, in taxable accounts and locate less tax sensitive investments, such as Real Estate Investment Trusts (REITs), in tax favored accounts when it is prudent. We also will seek to harvest taxable losses, when appropriate, to offset gains and to provide opportunities for tax deductions.

If you are at the stage of life where you are taking income from your portfolio, we will also advise you on tax-efficient withdrawal tactics such as the sources, sequence, and amounts that lead to the lowest tax consequences.

[ii] The Standard & Poor's 500 (S&P 500®) is an unmanaged group of securities considered to be representative of the stock market in general. It is a market value weighted index with each stock's weight in the index proportionate to its market value.

ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company.

Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

Asset Allocation and/or Diversification do not guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

Links to third-party web sites are provided as a convenience. ATX Portfolio Advisors, LLC does not endorse nor support the content of third-party sites. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by ATX Portfolio Advisors, LLC.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact ATX Portfolio Advisors, LLC at info@atxadvisors.com.